Interact to see
Advertisement
Advertisement
LCBDX vs RMFEX
LCBDX vs RMFEX Comparison
Open Charts LCBDX vs RMFEX
ClearBridge Tactical Dividend Income IS
Price$25.39
Change+$0.12 (+0.47%)
VolumeN/A
Net Assets357.88M
American Funds American Mutual R4
Price$62.60
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets112.6B
LCBDX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCBDX vs. RMFEX commentary
Oct 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LCBDX is a Buy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. LCBDX (358M). LCBDX pays higher dividends than RMFEX: LCBDX (3.36) vs RMFEX (1.46). LCBDX was incepted earlier than RMFEX: LCBDX (12 years) vs RMFEX (23 years). LCBDX (1.07) is less costly to investors than RMFEX (0.62). LCBDX is a more actively managed with annual turnover of: 59.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than LCBDX: RMFEX (250) vs LCBDX (1000000). RMFEX annual gain was more profitable for investors over the last year : 8.19 vs. LCBDX (5.98). LCBDX return over 5 years is better than : 84.46 vs. RMFEX (61.35).
| LCBDX | RMFEX | LCBDX / RMFEX | |
| Total Expense Ratio | 1.07 | 0.62 | 173% |
| Annual Report Gross Expense Ratio | 1.07 | 0.62 | 173% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 3.499 | 15.248 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 113B | 0% |
| Annual Yield % from dividends | 3.36 | 1.46 | 230% |
| Returns for 1 year | 5.98 | 8.19 | 73% |
| Returns for 3 years | 59.34 | 45.24 | 131% |
| Returns for 5 years | 84.46 | 61.35 | 138% |
| Returns for 10 years | 119.23 | 102.04 | 117% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement